(PBTP) Invesco PureBeta 0-5 - Performance 6.5% in 12m
Compare PBTP with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
68.37%
#4 in Peer-Group
Rel. Strength
56.64%
#3300 in Stock-Universe
Total Return 12m
6.49%
#4 in Peer-Group
Total Return 5y
20.12%
#4 in Peer-Group
P/E | Value |
---|---|
P/E Trailing | - |
P/E Forward | - |
High / Low | USD |
---|---|
52 Week High | 26.19 USD |
52 Week Low | 24.40 USD |
Sentiment | Value |
---|---|
VRO Trend Strength +-100 | 16.11 |
Buy/Sell Signal +-5 | 0.33 |
Support / Resistance | Levels |
---|---|
Support | |
Resistance |
12m Total Return: PBTP (6.5%) vs TLT (-4.5%)

5y Drawdown (Underwater) Chart

Top Performer in Short-Term Inflation-Protected Bond
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
---|---|---|---|---|---|---|---|---|
VTIP NASDAQ Vanguard Short-Term |
0.16% | 6.44% | 20.8% | - | - | - | - | - |
STIP NYSE ARCA iShares 0-5 Year TIPS Bond |
0.17% | 6.43% | 20.4% | - | - | - | - | - |
STPZ NYSE ARCA PIMCO 1-5 Year U.S. TIPS |
0.22% | 6.49% | 18.4% | - | - | - | - | - |
TDTT NYSE ARCA FlexShares 3-Year Target |
0.27% | 6.55% | 18.9% | - | - | - | - | - |
TIPX NYSE ARCA SPDR Bloomberg 1-10 Year |
0.37% | 6.07% | 14.4% | - | - | - | - | - |
Performance Comparison: PBTP vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for PBTP
Total Return (including Dividends) | PBTP | TLT | S&P 500 |
---|---|---|---|
1 Month | 0.29% | -2.00% | 13.42% |
3 Months | 1.83% | -5.31% | -2.55% |
12 Months | 6.49% | -4.48% | 11.09% |
5 Years | 20.12% | -41.11% | 109.60% |
Trend Score (consistency of price movement) | PBTP | TLT | S&P 500 |
---|---|---|---|
1 Month | -55.9% | -83.5% | 93.5% |
3 Months | 85.2% | -75.3% | -14.5% |
12 Months | 96.1% | -41.9% | 46.8% |
5 Years | 85.7% | -89.1% | 84% |
Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
---|---|---|---|
1 Month | #2 | 2.34% | -11.58% |
3 Month | #3 | 7.55% | 4.50% |
12 Month | #4 | 11.49% | -4.14% |
5 Years | #3 | 103.97% | -42.69% |
FAQs
Does Invesco PureBeta 0-5 (PBTP) outperform the market?
Yes,
over the last 12 months PBTP made 6.49%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -4.48%.
Over the last 3 months PBTP made 1.83%, while TLT made -5.31%.
Performance Comparison PBTP vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PBTP vs. Indices
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
US S&P 500 | SPY | 1% | -13.1% | 4.7% | -5% |
US NASDAQ 100 | QQQ | 1.3% | -18.2% | 1.6% | -7% |
German DAX 40 | DAX | -2.3% | -12.7% | -22.1% | -22% |
Shanghai Shenzhen CSI 300 | CSI 300 | 0.8% | -4.8% | 4% | -2% |
Hongkong Hang Seng | HSI | 0.6% | -14.6% | -7.9% | -5% |
India NIFTY 50 | INDA | 0.1% | -1.7% | 1.2% | 4% |
Brasil Bovespa | EWZ | 2.1% | -9.5% | -4.1% | 11% |
PBTP vs. Sectors
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | 0% | -14.1% | -1% | -17% |
Consumer Discretionary | XLY | 2.3% | -17% | 4.6% | -13% |
Consumer Staples | XLP | -2.5% | -0.4% | 1.5% | -1% |
Energy | XLE | 4% | -3.1% | 17.6% | 16% |
Financial | XLF | 1.5% | -9.9% | 2.5% | -15% |
Health Care | XLV | -2% | 1% | 11.4% | 15% |
Industrial | XLI | -0.3% | -15.1% | 2.2% | -8% |
Materials | XLB | -0.6% | -7.8% | 10.7% | 12% |
Real Estate | XLRE | 0.1% | -2.6% | 8.7% | -3% |
Technology | XLK | 2.3% | -21.8% | 5% | -1% |
Utilities | XLU | -2.3% | -6.7% | 2.7% | -8% |
Aerospace & Defense | XAR | -0.4% | -15.9% | -5.6% | -22% |
Biotech | XBI | -3.7% | -4.8% | 19.4% | 20% |
Homebuilder | XHB | 3.4% | -7.3% | 22% | 17% |
Retail | XRT | 0.4% | -12.8% | 8.6% | 6% |
PBTP vs. Commodities
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Oil | USO | 1.9% | 1.79% | 11.2% | 18% |
Natural Gas | UNG | 3% | -5.3% | -8.2% | 20% |
Gold | GLD | -4.1% | 3.4% | -20.5% | -30% |
Silver | SLV | -4.1% | -2.1% | -5.3% | 2% |
Copper | CPER | -0.5% | 2.2% | -9.3% | 13% |
PBTP vs. Bonds
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
iShares 20+ Years Bond | TLT | 1.8% | 2.3% | 8.5% | 11% |
iShares High Yield Corp. Bond | HYG | 0.7% | -2.2% | 1.5% | -2% |